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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,686 | $103,387-46.1% | $87,102-36.1% | $152,885-63.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.24% | 28.10%-3.9pp | 28.19%-4.0pp | 345.39%-321.2pp |
| Employer contribution / active EE | $2,103 | $3,221-34.7% | $2,521-16.6% | $4,763-55.8% |
| Participant deferral / active EE | $13,336 | $4,778+179.1% | $4,048+229.4% | $5,851+127.9% |
| Admin fee / account holder | $411 | $12,193-96.6% | $7,491-94.5% | $11,598-96.5% |